SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Independent Solutions Wealth Management, LLC's Holding History (CIK: 0001818391)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 103,863 Value ($000) $2,849 Avg Close — Range —
Q3 2025
Shares 102,509 Value ($000) $2,799 Avg Close — Range —
Q2 2025
Shares 98,668 Value ($000) $2,615 Avg Close — Range —
Q1 2025
Shares 101,317 Value ($000) $2,833 Avg Close — Range —
Q4 2024
Shares 96,058 Value ($000) $2,624 Avg Close — Range —
Q3 2024
Shares 33,619 Value ($000) $2,842 Avg Close — Range —
Q2 2024
Shares 33,696 Value ($000) $2,620 Avg Close — Range —
Q1 2024
Shares 32,578 Value ($000) $2,627 Avg Close — Range —
Q4 2023
Shares 29,572 Value ($000) $2,251 Avg Close — Range —
Q3 2023
Shares 25,956 Value ($000) $1,837 Avg Close — Range —
Q2 2023
Shares 20,531 Value ($000) $1,491 Avg Close — Range —
Q1 2023
Shares 18,770 Value ($000) $1,373 Avg Close — Range —
Q4 2022
Shares 18,370 Value ($000) $1,388 Avg Close — Range —
Q3 2022
Shares 20,025 Value ($000) $1,330 Avg Close — Range —
Q2 2022
Shares 17,977 Value ($000) $1,288 Avg Close — Range —
Q1 2022
Shares 16,083 Value ($000) $1,269 Avg Close — Range —
Q4 2021
Shares 14,379 Value ($000) $1,162 Avg Close — Range —
Q3 2021
Shares 13,018 Value ($000) $966 Avg Close — Range —
Q2 2021
Shares 10,497 Value ($000) $794 Avg Close — Range —
Q1 2021
Shares 7,811 Value ($000) $570 Avg Close — Range —
Q4 2020
Shares 8,563 Value ($000) $549 Avg Close — Range —
Q3 2020
Shares 10,895 Value ($000) $602 Avg Close — Range —
Q2 2020
Shares 12,855 Value ($000) $665 Avg Close — Range —
Q1 2020
Shares 13,029 Value ($000) $586 Avg Close — Range —
Q4 2019
Shares 13,310 Value ($000) $771 Avg Close — Range —